Alicia Leon

Bilingual (English/Spanish) insurance professional with 8+ years of experience across healthcare sales, Medicare, ACA, customer service, and team leadership. Brings a strong record of revenue generation, client retention, performance management, and relationship development within fast-paced insurance environments. Recognized for consistently exceeding production expectations, achieving 65–75% closing rates in prior sales leadership, and earning recognition as a top producer with a 70% closing rate in the current role.

Combines strong healthcare industry knowledge with persuasive communication, sound judgment, and a service-driven approach to coverage decisions. Licensed insurance professional with additional experience in tax preparation and medical assisting.

Enrollment Counselor at Assure Source (2026-01 – Present)

Drive ISNP membership growth across 10 nursing home facilities while managing facility relationships, community outreach, and resident advocacy.

• Drive ISNP membership growth across 10 nursing home facilities through B2B sales and lead generation.
• Build facility relationships and identify opportunities to increase qualified member enrollment.
• Lead monthly meetings addressing enrollment opportunities and resident concerns.
• Advocate for ISNP residents and families by addressing concerns and coordinating support.
• Conduct Medicare seminars educating prospects on coverage and plan options.
• Expand community outreach through Medicare education and prospective member engagement.
• Maintain a 70% closing rate as a top producer.
• Convert qualified prospects through consultative selling and enrollment counseling.
• Explain Medicare and ISNP options to support informed enrollment decisions.

Licensed Insurance Agent at Agent Boost Marketing (2025-04 – 2025-12)

Supported Medicare sales and enrollment through client engagement, plan evaluation, and compliant enrollment processing.

• Managed inbound and outbound calls through Convoso for benefit card inquiries.
• Evaluated Medicare options in Sunfire and enrolled clients in MAPD plans.
• Processed enrollments during valid SEPs while following CMS guidelines.
• Guided clients through Medicare plans using consultative sales techniques.
• Maintained accurate documentation while supporting satisfaction and retention.

Licensed Insurance Agent – Trainer/Manager at American Health Marketplace (2021-05 – 2025-03)

Managed agent performance and development while supporting ACA enrollment, customer engagement, and compliance.

• Led and coached 6–8 agents through call reviews and performance feedback.
• Achieved 65–75% closing rates through consultative client engagement.
• Developed training materials covering CRM systems and Health Sherpa.
• Handled inbound calls through Vici and Genesys while driving sales.
• Processed ACA enrollments through TLD and Health Sherpa.
• Interpreted ACA plans and eligibility requirements for clients.
• Monitored team performance to identify coaching and improvement opportunities.

Licensed Insurance Agent at SelectQuote (2019-09 – 2021-04)

Provided Medicare sales and enrollment support while managing client relationships and retention.

• Specialized in Medicare MAPD plans during AEP and OEP.
• Supported policy reviews, plan upgrades, and new enrollments.
• Assessed client needs and recommended appropriate Medicare coverage options.
• Strengthened retention through proactive follow-up and relationship management.
• Maintained a professional and ethical book of business.

Tax Preparation Agent (2026 – Present)

Provide tax preparation and advisory services for individual and small-business clients.

• Prepare individual and small-business tax returns under IRS regulations.
• Advise clients on tax credits, deductions, and refund strategies.
• Review financial information and supporting documentation for accuracy.
• Protect confidential financial information through careful record management.

Health Insurance 2-40 License (2019)

Medical Assistant Certificate (2018)

GED – Lyndsay Hopkin (2003)